Stone Summit Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Hold |
11,600
| – | – | 0.35% | 69 |
|
|
2025
Q1 | $1.02M | Sell |
11,600
-10
| -0.1% | -$878 | 0.35% | 71 |
|
|
2024
Q4 | $1.05M | Hold |
11,610
| – | – | 0.35% | 69 |
|
|
2024
Q3 | $938K | Hold |
11,610
| – | – | 0.3% | 77 |
|
|
2024
Q2 | $786K | Hold |
11,610
| – | – | 0.28% | 76 |
|
|
2024
Q1 | $699K | Hold |
11,610
| – | – | 0.24% | 82 |
|
|
2023
Q4 | $610K | Sell |
11,610
-27
| -0.2% | -$1.42K | 0.23% | 92 |
|
|
2023
Q3 | $620K | Hold |
11,637
| – | – | 0.27% | 86 |
|
|
2023
Q2 | $610K | Hold |
11,637
| – | – | 0.25% | 86 |
|
|
2023
Q1 | $572K | Sell |
11,637
-1,152
| -9% | -$56.6K | 0.25% | 84 |
|
|
2022
Q4 | $604K | Sell |
12,789
-75
| -0.6% | -$3.55K | 0.3% | 82 |
|
|
2022
Q3 | $556K | Buy |
12,864
+36
| +0.3% | +$1.56K | 0.34% | 77 |
|
|
2022
Q2 | $520K | Buy |
12,828
+795
| +7% | +$32.2K | 0.31% | 79 |
|
|
2022
Q1 | $605K | Buy |
+12,033
| New | +$605K | 0.34% | 76 |
|